Latest Institutional Sells of Ishares Tr (SHV)
This list provides information on the latest institutional transactions involving Ishares Tr (SHV) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-6.87K- 67.02% |
$757K - $759K
|
3.38K
$373K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-5K- 52.91% |
$551K - $553K
|
4.45K
$491K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-3.16K- 29.31% |
$347K - $349K
|
7.61K
$839K
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.87K- 19.48% |
$316K - $317K
|
11.9K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.88K- 1.13% |
$207K - $208K
|
164K
$18.1M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.86K- 40.52% |
$205K - $206K
|
2.73K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.61K- 22.92% |
$177K - $177K
|
5.4K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.43K- 68.36% |
$157K - $158K
|
660
$72.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.2K- 34.06% |
$132K - $133K
|
2.32K
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-859- 6.96% |
$94.6K - $94.9K
|
11.5K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-502- 5.69% |
$55.3K - $55.5K
|
8.32K
$917K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-477- 20.07% |
$52.5K - $52.7K
|
1.9K
$210K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-418- 86.36% |
$46K - $46.2K
|
66
$7.28K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-393- 9.74% |
$43.3K - $43.4K
|
3.64K
$402K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-369- 70.83% |
$40.6K - $40.8K
|
152
$16.8K
|
|
|
May 01, 2025
Q1 2025
|
A&I Financial Services, LLC
Lone Tree, CO |
SELL
|
- |
-348- 13.19% |
$38.3K - $38.5K
|
2.29K
$253K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-306- 86.44% |
$33.7K - $33.8K
|
48
$5.29K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-267- 32.17% |
$29.4K - $29.5K
|
563
$62.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-204- 9.71% |
$22.5K - $22.5K
|
1.9K
$209K
|
|
|
Oct 29, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-199- 8.64% |
$21.9K - $22K
|
2.1K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-135- 1.42% |
$14.9K - $14.9K
|
9.34K
$1.03M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-113- 1.7% |
$12.4K - $12.5K
|
6.54K
$721K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-84- 3.83% |
$9.25K - $9.28K
|
2.11K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-58- 1.08% |
$6.39K - $6.41K
|
5.31K
$586K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-53- 0.75% |
$5.84K - $5.86K
|
7.03K
$776K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-50- 6.67% |
$5.51K - $5.53K
|
700
$77.2K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-47Closed |
$5.18K - $5.19K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-10- 90.91% |
$1.1K - $1.11K
|
1
$110
|
|
| Q4 2024 | |||||||
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-69.5K- 97.77% |
$7.64M - $7.68M
|
1.59K
$175K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-37.9K- 92.22% |
$4.17M - $4.19M
|
3.2K
$353K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21.5K- 21.7% |
$2.37M - $2.38M
|
77.7K
$8.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Edge Wealth Management LLC
|
SELL
|
- |
-7.88K- 74.5% |
$866K - $871K
|
2.7K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-5.77K- 22.87% |
$634K - $638K
|
19.4K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-2.95K- 19.43% |
$325K - $327K
|
12.2K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.82K- 11.82% |
$309K - $311K
|
21K
$2.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.77K- 49.56% |
$305K - $307K
|
2.82K
$311K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.67K- 6.44% |
$294K - $295K
|
38.8K
$4.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.81K- 38.43% |
$199K - $200K
|
2.9K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-1.8K- 47.37% |
$198K - $199K
|
2K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-1.5K- 22.56% |
$165K - $166K
|
5.15K
$568K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-1.23K- 30.99% |
$135K - $135K
|
2.73K
$301K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.2K- 17.91% |
$132K - $133K
|
5.5K
$607K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1K- 9.55% |
$110K - $111K
|
9.47K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-910- 26.03% |
$100K - $101K
|
2.59K
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-631- 4.93% |
$69.4K - $69.8K
|
12.2K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-392- 4.89% |
$43.1K - $43.3K
|
7.63K
$841K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-329- 32.48% |
$36.2K - $36.4K
|
684
$75.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-283- 12.4% |
$31.1K - $31.3K
|
2K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-217- 16.07% |
$23.9K - $24K
|
1.13K
$125K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-202- 1.8% |
$22.2K - $22.3K
|
11K
$1.22M
|
|